Red Oak Technology Select

Ticker: ROGSXCusip: 671081305Load: None

Red Oak Technology Select invests primarily in the stocks of established companies within the technology sector. The Fund may include small-cap companies but is more heavily weighted toward large- and mid-caps.

Investment Goal

Red Oak Technology Select Fund seeks long-term capital growth.

Investment Approach

The investment process for Red Oak involves identifying what the Manager believes to be the most attractive areas within technology and narrowing the search to individual stocks. The Manager focuses on the long-term merits of an investment, placing significant weight on the durability of the business and the company’s valuation. Given the rapidly changing nature of the tech sector, a company’s competitive advantages and their sustainability are key considerations. We believe that technology is the perfect sector for our long-term approach for a number of reasons. First, this approach helps us avoid the hot stories (of which there are many in tech) whose businesses don’t have the staying power to be a profitable long-term investment. Additionally, it compels us to place a heavy emphasis on valuation, which has a surprisingly strong long-term track record within the sector.

The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an Investor’s shares, when redeemed, may not be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. For performance data current to the most recent month end, please call 1-888-462-5386.

Mutual fund investing involves risk, including the possible loss of principal. Funds that emphasize investments in technology generally will experience greater price volatility. There are additional risks associated with investing in a single-sector fund with a limited number of holdings versus a more broadly diversified portfolio, including greater sensitivity to economic, political, or regulatory developments impacting the sector. Funds that emphasize investments in smaller or mid sized companies may experience greater price volatility.

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Oak Associates Funds are available to U.S. investors only. To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund's prospectus which may be obtained by clicking here or by calling 1-888-462-5386.